LMG Wealth Partners, LLC
SHREVEPORT LA · SEC CIK 0001965772
$5.49亿2026Q1 申报市值
154持仓数
31.1%前十大占比 · 第一大 6.8%
6 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NUE 新建仓+$195.09万
GM 加仓+$162.51万
DY 新建仓+$114.89万
MSFT 加仓+$101.28万
PEP 加仓+$66.57万
2026Q1 卖出最多 按季末市值估算
CRM 清仓-$198.29万
ROP 清仓-$165.94万
PYPL 清仓-$134.79万
IWP 减仓-$37.77万
IVW 减仓-$35.30万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $3,753.28万 | 6.84% | 331,826 | -3,121 | -0.9% | -$35.30万 | 减仓 |
| WMT | WALMART INC | $1,980.24万 | 3.61% | 159,337 | -315 | -0.2% | -$3.91万 | 减仓 |
| AAPL | APPLE INC | $1,670.68万 | 3.04% | 65,829 | 101 | 0.2% | $2.56万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,642.39万 | 2.99% | 75,599 | 257 | 0.3% | $5.58万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,507.43万 | 2.75% | 72,858 | 2,436 | 3.5% | $50.40万 | 加仓 |
| IWO | ISHARES TR | $1,483.16万 | 2.70% | 47,263 | 1,119 | 2.4% | $35.12万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,330.92万 | 2.43% | 35,954 | 2,736 | 8.2% | $101.28万 | 加仓 |
| AGG | ISHARES TR | $1,251.45万 | 2.28% | 126,065 | 6,351 | 5.3% | $63.05万 | 加仓 |
| IWP | ISHARES TR | $1,235.69万 | 2.25% | 96,448 | -2,948 | -3.0% | -$37.77万 | 减仓 |
| RTX | RTX CORPORATION | $1,201.16万 | 2.19% | 62,269 | -207 | -0.3% | -$3.99万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,165.05万 | 2.12% | 17,914 | 4 | 0.0% | $2,601 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $1,079.62万 | 1.97% | 271,192 | 11,124 | 4.3% | $44.28万 | 加仓 |
| — | EXXON MOBIL CORP | $1,039.19万 | 1.89% | 61,251 | -458 | -0.7% | -$7.77万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $1,020.32万 | 1.86% | 48,286 | -391 | -0.8% | -$8.26万 | 减仓 |
| IVE | ISHARES TR | $1,012.97万 | 1.85% | 47,974 | 963 | 2.0% | $20.33万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $864.77万 | 1.58% | 59,631 | 659 | 1.1% | $9.56万 | 加仓 |
| NOBL | PROSHARES TR | $834.34万 | 1.52% | 78,704 | -145 | -0.2% | -$1.54万 | 减仓 |
| IJJ | ISHARES TR | $831.82万 | 1.52% | 62,779 | 320 | 0.5% | $4.24万 | 加仓 |
| AMZN | AMAZON COM INC | $792.07万 | 1.44% | 38,031 | 267 | 0.7% | $5.56万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $736.91万 | 1.34% | 59,208 | 500 | 0.9% | $6.22万 | 加仓 |
| CLS | CELESTICA INC | $716.51万 | 1.31% | 25,437 | -661 | -2.5% | -$18.62万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $716.10万 | 1.30% | 73,303 | 3,673 | 5.3% | $35.88万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $700.57万 | 1.28% | 28,660 | 230 | 0.8% | $5.62万 | 加仓 |
| USB | US BANCORP | $685.27万 | 1.25% | 131,757 | 4,201 | 3.3% | $21.85万 | 加仓 |
| CAT | CATERPILLAR INC | $684.62万 | 1.25% | 9,663 | -40 | -0.4% | -$2.83万 | 减仓 |
| EMR | EMERSON ELEC CO | $672.43万 | 1.23% | 51,323 | 802 | 1.6% | $10.51万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $645.15万 | 1.18% | 13,463 | 99 | 0.7% | $4.74万 | 加仓 |
| DVY | ISHARES TR | $630.67万 | 1.15% | 41,653 | 1,834 | 4.6% | $27.77万 | 加仓 |
| FDX | FEDEX CORP | $616.83万 | 1.12% | 17,318 | 47 | 0.3% | $1.67万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $591.99万 | 1.08% | 40,886 | 456 | 1.1% | $6.60万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $588.87万 | 1.07% | 66,389 | 1,504 | 2.3% | $13.34万 | 加仓 |
| MCD | MCDONALDS CORP | $581.36万 | 1.06% | 18,706 | 555 | 3.1% | $17.25万 | 加仓 |
| AFL | AFLAC INC | $577.01万 | 1.05% | 52,594 | 877 | 1.7% | $9.62万 | 加仓 |
| PEP | PEPSICO INC | $550.06万 | 1.00% | 35,421 | 4,287 | 13.8% | $66.57万 | 加仓 |
| TSLA | TESLA INC | $523.35万 | 0.95% | 14,078 | 1,253 | 9.8% | $46.58万 | 加仓 |
| LOW | LOWES COS INC | $514.89万 | 0.94% | 21,791 | 344 | 1.6% | $8.13万 | 加仓 |
| ABBV | ABBVIE INC | $497.11万 | 0.91% | 22,857 | 692 | 3.1% | $15.05万 | 加仓 |
| VFH | VANGUARD WORLD FD | $493.50万 | 0.90% | 40,849 | 1,437 | 3.6% | $17.36万 | 加仓 |
| CB | CHUBB LTD SWITZ | $489.16万 | 0.89% | 15,008 | 550 | 3.8% | $17.93万 | 加仓 |
| O | REALTY INCOME CORP | $487.97万 | 0.89% | 79,759 | 3,449 | 4.5% | $21.10万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $471.15万 | 0.86% | 98,054 | 8,163 | 9.1% | $39.22万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $452.68万 | 0.82% | 11,115 | -58 | -0.5% | -$2.36万 | 减仓 |
| ALL | ALLSTATE CORP | $451.72万 | 0.82% | 21,786 | 233 | 1.1% | $4.83万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $419.53万 | 0.76% | 57,715 | 2,389 | 4.3% | $17.37万 | 加仓 |
| EEMV | ISHARES INC | $414.85万 | 0.76% | 64,089 | 3,282 | 5.4% | $21.24万 | 加仓 |
| SYY | SYSCO CORP | $401.77万 | 0.73% | 56,326 | 1,871 | 3.4% | $13.35万 | 加仓 |
| WFC | WELLS FARGO & CO | $394.02万 | 0.72% | 49,493 | 1,902 | 4.0% | $15.14万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $392.14万 | 0.71% | 13,331 | 23 | 0.2% | $6,766 | 加仓 |
| GOOG | ALPHABET INC | $385.79万 | 0.70% | 13,449 | 108 | 0.8% | $3.10万 | 加仓 |
| REGL | PROSHARES TR | $369.15万 | 0.67% | 42,721 | 3,475 | 8.9% | $30.03万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $363.04万 | 0.66% | 17,868 | 1,080 | 6.4% | $21.94万 | 加仓 |
| GOOGL | ALPHABET INC | $343.15万 | 0.63% | 11,933 | 21 | 0.2% | $6,039 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $327.27万 | 0.60% | 65,193 | 5,498 | 9.2% | $27.60万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $321.28万 | 0.59% | 52,972 | 5,866 | 12.5% | $35.58万 | 加仓 |
| HD | HOME DEPOT INC | $318.15万 | 0.58% | 9,673 | 850 | 9.6% | $27.96万 | 加仓 |
| MRK | MERCK & CO INC | $301.78万 | 0.55% | 25,087 | 925 | 3.8% | $11.13万 | 加仓 |
| ABNB | AIRBNB INC | $301.06万 | 0.55% | 23,841 | 1,129 | 5.0% | $14.26万 | 加仓 |
| CSCO | CISCO SYS INC | $300.19万 | 0.55% | 38,689 | 1,096 | 2.9% | $8.50万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $292.30万 | 0.53% | 8,652 | -22 | -0.3% | -$7,432 | 减仓 |
| APP | APPLOVIN CORP | $284.77万 | 0.52% | 7,155 | 193 | 2.8% | $7.68万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $273.16万 | 0.50% | 50,538 | 8 | 0.0% | $432 | 加仓 |
| DIS | DISNEY WALT CO | $264.29万 | 0.48% | 27,422 | 1,032 | 3.9% | $9.95万 | 加仓 |
| CAAP | CORPORACION AMER ARPTS S A | $261.09万 | 0.48% | 103,239 | 407 | 0.4% | $1.03万 | 加仓 |
| IWS | ISHARES TR | $249.83万 | 0.46% | 17,142 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $249.61万 | 0.45% | 13,166 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $244.27万 | 0.45% | 6,829 | -182 | -2.6% | -$6.51万 | 减仓 |
| KO | COCA COLA CO | $240.83万 | 0.44% | 31,667 | 1,184 | 3.9% | $9.00万 | 加仓 |
| T | AT&T INC | $239.83万 | 0.44% | 82,729 | 480 | 0.6% | $1.39万 | 加仓 |
| MFC | MANULIFE FINL CORP | $229.13万 | 0.42% | 66,530 | 3,604 | 5.7% | $12.41万 | 加仓 |
| IJS | ISHARES TR | $228.80万 | 0.42% | 19,316 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $224.89万 | 0.41% | 10,597 | 348 | 3.4% | $7.39万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $223.60万 | 0.41% | 6,970 | 329 | 5.0% | $10.55万 | 加仓 |
| SKYW | SKYWEST INC | $217.64万 | 0.40% | 23,700 | 898 | 3.9% | $8.25万 | 加仓 |
| OKTA | OKTA INC | $215.55万 | 0.39% | 27,385 | 1,387 | 5.3% | $10.92万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $215.24万 | 0.39% | 29,994 | 1,328 | 4.6% | $9.53万 | 加仓 |
| SO | SOUTHERN CO | $199.31万 | 0.36% | 20,650 | 1,466 | 7.6% | $14.15万 | 加仓 |
| KGC | KINROSS GOLD CORP | $197.65万 | 0.36% | 64,762 | 2,916 | 4.7% | $8.90万 | 加仓 |
| NUE | NUCOR CORP | $195.09万 | 0.36% | 11,537 | 11,537 | — | $195.09万 | 新建仓 |
| GM | GENERAL MTRS CO | $188.57万 | 0.34% | 25,312 | 21,813 | 623.4% | $162.51万 | 加仓 |
| INCY | INCYTE CORP | $173.78万 | 0.32% | 18,464 | 339 | 1.9% | $3.19万 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $172.58万 | 0.31% | 94,825 | 5,565 | 6.2% | $10.13万 | 加仓 |
| WLDN | WILLDAN GROUP INC | $171.31万 | 0.31% | 22,376 | 2,350 | 11.7% | $17.99万 | 加仓 |
| PARR | PAR PAC HOLDINGS INC | $168.29万 | 0.31% | 26,866 | 5,244 | 24.3% | $32.85万 | 加仓 |
| BSM | BLACK STONE MINERALS L P | $153.96万 | 0.28% | 101,824 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $147.87万 | 0.27% | 11,293 | 70 | 0.6% | $9,166 | 加仓 |
| ETR | ENTERGY CORP NEW | $145.33万 | 0.26% | 12,934 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $134.10万 | 0.24% | 11,064 | 2,761 | 33.3% | $33.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $133.75万 | 0.24% | 7,669 | 20 | 0.3% | $3,488 | 加仓 |
| BX | BLACKSTONE INC | $128.35万 | 0.23% | 11,162 | 946 | 9.3% | $10.88万 | 加仓 |
| PAYX | PAYCHEX INC | $122.41万 | 0.22% | 13,288 | 1,912 | 16.8% | $17.61万 | 加仓 |
| GPC | GENUINE PARTS CO | $120.62万 | 0.22% | 11,406 | 1,808 | 18.8% | $19.12万 | 加仓 |
| HPQ | HP INC | $120.44万 | 0.22% | 62,694 | 22,230 | 54.9% | $42.70万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $119.93万 | 0.22% | 2,007 | 317 | 18.8% | $18.94万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $119.29万 | 0.22% | 6,085 | 664 | 12.2% | $13.02万 | 加仓 |
| ET | ENERGY TRANSFER L P | $116.05万 | 0.21% | 60,131 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC | $114.89万 | 0.21% | 3,391 | 3,391 | — | $114.89万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $106.29万 | 0.19% | 11,018 | 2,049 | 22.8% | $19.77万 | 加仓 |
| IVV | ISHARES TR | $85.51万 | 0.16% | 1,309 | -10 | -0.8% | -$6,532 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $83.96万 | 0.15% | 3,464 | 0 | 0.0% | — | 不变 |
| EAT | BRINKER INTL INC | $79.72万 | 0.15% | 5,584 | 831 | 17.5% | $11.86万 | 加仓 |